In its latest report, Kantar anticipated significant steps in the trend towards vertical integration as major media companies seek to control the whole chain, from production of content to delivery into the home.
The proportion of US households who have video streaming services has stalled at 86% (up 0.4% points quarter-on-quarter), after seeing substantial growth in the fourth quarter of 2021, according to Kantar.
Over the last 12 months, the German subscription video on demand market has managed to grow household penetration by just +0.9% points, hitting 51.3% in the first quarter of 2022, according to Kantar.
The subscription model is losing its power to drive long-term growth, and Kantar expects business models to diversify further in 2022, with a sole subscription offering becoming scarce.
Between September and December 2021, the number of VOD-enabled households that subscribed to at least one video service in Germany grew to 21.2 million, up 425.000 quarter on quarter, representing 51% of homes, Kantar revealed.